Site Management

The Site Management section is the starting point for managing all solar projects. It provides a dashboard view of all sites along with key details such as customer name, address, installation type, status, and progress.

Navigation Path

Login ➜ Solar ➜ Site Management ➜ Add / Edit / View / Delete Site

Key Fields in Dashboard

• # – Serial number of the site entry.
• Name – Site/project name.
• Customer Name – Client linked to the site.
• Site Type – Residential, Commercial, Industrial, or Government.
• Address – Site location details.
• Installation Type – Roof-mounted, Ground-mounted, etc.
• Structure Type – Roof type (Flat/Sloped).
• Status – Active or Inactive.
• Project Status – Shows if a project is linked.
• Task Count – Number of tasks associated with the site.
• Progress – % of project completion.
• Created By – The user who added the site.

Add a New Site

• Navigate to Solar ➜ Site Management.
• Click on + Add.
• Fill in required fields:
  • Name, Customer, Site Type, Installation Type, Address, City, State, Country
  • Optional: Latitude/Longitude, Shading Details, Utility Meter ID, Notes.
  • Use the map to mark the site boundary.
• Click Save.
  

Edit an Existing Site

• Go to Site Management.
• Select the ⋮ Action menu next to a site.
• Click Edit.
• Update the site details (e.g., installation type, address, shading details).
• Click Save.

View Site Details

• In Site Management, open the ⋮ Action menu.
• Select View.
• A detailed summary of the site opens, showing:
  • Customer info
  • Site type and installation details
  • Address and roof type
  • Shading details
  • Notes and status
  • Audit trail (Created By, Updated By)
• Click Close to return to the dashboard.
  

Delete a Site

• Open the ⋮ Action menu next to a site.
• Select Delete.
• Confirm deletion.

Deleted sites cannot be restored.